Jeffrey Yoakum
Jeffrey Yoakum is a CFP-designated registered investment advisor at Yoakum Wealth Management, based in South San Francisco, CA, with 23 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 51 clients with $89M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable and may be waived or discounted for associates and preexisting relationships.
Fee Estimator
Location
South San Francisco, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Yoakum Wealth Management
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Abunda Financial, LLC
Lasecke Weil Wealth Advisory Group, LLC
Mbsc, LLCBroker
Northern Trust Securities, INC
Northern Trust Securities, INC.Broker
Marketing One Securities, INC.Broker
Nylife Securities INC.Broker
Sun Investment Services CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.